See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,191 | $232,540-29.4% | $185,117-11.3% | $147,584+11.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 19.93% | 43.03%-23.1pp | 40.50%-20.6pp | 578.55%-558.6pp |
| Employer contribution / active EE | $6,052 | $5,195+16.5% | $4,182+44.7% | $4,876+24.1% |
| Participant deferral / active EE | $10,718 | $5,834+83.7% | $5,045+112.5% | $5,439+97.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |